- Wells Fargo (Southampton, NY)
- …, then partner closely with peers in Business Banking Advisory Services , Mortgage and Wealth and Investment Management to best meet the previously ... services + Identify client needs and goals for business , mortgage, retirement, and investment services...and share the value of self- service digital banking options + Experience using strong business … more
- Bank of America (Hampton Bays, NY)
- …in the investments industry, including investment training and in-depth knowledge of investment products and services . * Has at least one year experience ... financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with… more